A process is an ordered collection of tasks that you need to repeat in multiple locations
with a project or multiple projects. Using processes allows you standardize tasks
across projects and business units.

Processes

A process is an ordered collection of tasks that you need to repeat in multiple
locations with a project or multiple projects. Using processes allows you standardize tasks
across projects and business
units.

You can manage the process tasks for a project using the new web application. You can:

Edit the details of a process task

Change the status of a process task

Add comments to a process task

Attach documents to a process task

Attach image files to a process task

View associated tasks and forms

View the audit trail for the process task status

You can create processes and add them to projects from Field View Classic.

Form schedules allow you to schedule when a form instance is created. Team members
assigned to the form, and included in the distribution list for the initial status
of the form, are notified when the new form instance is created so they can complete
it as needed.

A process is an ordered collection of tasks that you need to repeat in multiple locations
with a project or multiple projects. Using processes allows you standardize tasks
across projects and business units.